See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,139 | $159,901+12.0% | $146,958+21.9% | $145,922+22.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 17.27% | 98.13%-80.9pp | 418.34%-401.1pp | 561.29%-544.0pp |
| Employer contribution / active EE | $2,936 | $5,286-44.5% | $4,933-40.5% | $4,660-37.0% |
| Participant deferral / active EE | $7,589 | $8,428-10.0% | $8,070-6.0% | $6,688+13.5% |
| Admin fee / account holder | $4 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |